Forum Discussion
adding links to Salesforce opportunities
Hello everyone,
I want that people with access to my Reportings can click on the Opportunity-name and Salesforce opens up with the opportunity they´ve clicked on. I know, that u can connect Microsoft Dynamics with PowerBI to get those links for eample. Is that somehow possible with Salesforce?
Thank you guys! 🙂
Hi, Anonymous
Do you mean that you want to create a URL field in Salesforce that would take the user to a PowerBI report and automatically filter the report page by the ID from the link they clicked in Salesforce？
If so, you may need to add query string parameters to the URL to pre-filter the report. Please refer to this similar thread.
URL Link in Salesforce to Open PowerBI and Push Filter
Related document:
Filter a report using query string parameters in the URL
Best Regards,
Community Support Team _ Eason
2 Replies
- v-easonf-msft
Community Support
Hi, Anonymous
Do you mean that you want to create a URL field in Salesforce that would take the user to a PowerBI report and automatically filter the report page by the ID from the link they clicked in Salesforce？
If so, you may need to add query string parameters to the URL to pre-filter the report. Please refer to this similar thread.
URL Link in Salesforce to Open PowerBI and Push Filter
Related document:
Filter a report using query string parameters in the URL
Best Regards,
Community Support Team _ Eason